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Vishria Bird Financial Group’s AGNC Investment AGNC Stock Holding History

Vishria Bird Financial Group’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-449,820
Closed -$7.6M – 63
2021
Q2 		$7.6M Sell
449,820
-16,365
-4% -$291K 3.74% 9
2021
Q1 		$7.81M Sell
466,185
-1,806
-0.4% -$29.2K 4.31% 9
2020
Q4 		$7.3M Sell
467,991
-9,119
-2% -$135K 4.16% 8
2020
Q3 		$6.64M Buy
+477,110
New +$6.57M 4.17% 9

Other funds holding AGNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Vishria Bird Financial Group's AGNC Position: Q3 2021 in Review

Vishria Bird Financial Group sold out of AGNC Investment (AGNC) in Q3 2021, closing a stake of 449,820 shares — an estimated $7.6M sold.

Vishria Bird Financial Group first reported a position in AGNC in Q3 2020 and held it in 4 quarters. The position peaked at $7.81M in Q1 2021. 476 funds tracked by Wall St. Rank hold AGNC as of Q3 2021.

  • Vishria Bird Financial Group reported no remaining AGNC Investment position as of Q3 2021 after selling out during the quarter.
  • Vishria Bird Financial Group sold 449,820 AGNC Investment shares in Q3 2021, an estimated $7.6M.
  • Vishria Bird Financial Group first reported a position in AGNC Investment in Q3 2020 and held it in 4 quarters.
  • Vishria Bird Financial Group's AGNC Investment position peaked at $7.81M in Q1 2021.
  • 476 funds tracked by Wall St. Rank held AGNC Investment as of Q3 2021.

Based on Vishria Bird Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.